Loan Processor

Instasks App is a Professional Concierge Service. The app provides top-tiered professionals and clients with an online platform. Our unique approach to building an App is to give the client and the provider instant bookings and an easy process of all services: For example, client requests for quick tasks and large projects. Providers receive custom requests for their specialized skills. The app takes care of all invoicing between client and provider with a detailed invoice. And book all the confirmed jobs. We track providers' locations for the client's en route to any job.

We created a portal platform to guide you in listing your professions. The platform provides you with schedules, invoicing and credit card processing are all part of the enhanced technology. Clients will have a choice to give the providers reviews and star ratings to ensure our elite services when booking on our app. Our mission is to help all providers strive to achieve their financial and independent goals. To have more time with their families and create a brighter future for all.

The App offers opportunities to providers over the age of 18 and, by law, over the age of 21 for any tasks serving liquor. Build your future with a secure & safe platform. Be your own boss by choosing the TASKS that best suit your schedules and be available to work when you want to work. Build your income to help increase your revenue. Book tasks that are within a 15-mile radius. Our language preferred gives you better communication skills during your tasks. Our client's and providers' health & well-being are our highest priorities.

BACKGROUND CHECK POLICY: All providers accountants go through an extensive (background check) through a third party company. The certificates they receive are in place to ensure the provider and client feel safe. The document you receive from the third-party background company can be given to any job you are applying for. Our policy states all providers must go through a third party background check only after you are confirmed for a job. We request you do not go through the background check link until you are confirmed for any jobs.

ETIQUETTE TRAINING POLICY: Each provider will go through etiquette training to ensure that every provider is a friendly and well-mannered individual. We are poised to give our clients the very best in professional service. Our platform should leave no room for laxity as we work hard to bring the very best to our customers.

SKILLS AND ABILITIES: Requires working from detailed instructions and occasional independent decision-making. Ability to read, analyze and interpret documents such as safety rules, operating and maintenance instructions, or procedural manuals.

We are looking for a reliable loan processor to perform appraisals of business or individual loans. You will undertake an intermediary role between potential clients and our financial institution. The goal is to help qualified applicants obtain loans in a timely manner and protect our organization’s credibility.

Loan Processor duties and responsibilities will include analysis, appraisal and evaluation of loan applicants, as well as writing and finalizing contracts.

Responsibilities

• Perform the initial appraisal of potential borrowers by thoroughly examining their applications.
• Assess the credit standings of applicants through background research.
• Interview applicants to evaluate their eligibility for a loan or mortgage.
• Conclude on all applicable financial and non-financial criteria and develop loan repayment plans.
• Follow up with clients to clarify important points.
• Give the “green light” to eligible candidates and report decisions with sound arguments.
• Finalize loan contracts and keep clients informed of rules and obligations.
• Remain up to speed regarding lending and other financial services.
• Create and renew records.
• Identify customer needs, explore all options and suggest different types of loans.
• Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services.
• Forge trust relationships and enhance customer dedication.
• Work within established regulations and adhere to law requirements at all times.

Requirements

• Proven working experience in a loan processor role.
• Good knowledge of banking computer software and MS Office.
• Comprehension of direct/indirect lending procedures.
• In-depth understanding of relevant rules and regulations.
• Excellent communication and sales skills.
• A balance between customer satisfaction orientation and a results-driven approach.
• BSc degree in finance, economics, or a related field.